Pension System/Windows. Installation Guide

Pension System/Windows Installation Guide Updated for Microsoft SQL Server 2008 R2 & MS SQL Express DATAIR Employee Benefit Systems, Inc. 735 N. Cass Ave. Westmont, IL 60559-1100 V: (630) 325-2600 F: (630) 325-2660 www.datair.com support@datair.com 2005-11 DATAIR Rev. 09/28/2011

PE/Win Installation Guide Table of Contents Introduction 1 Types of databases supported 1 o SQL vs. Access Database 1 o Choosing between SQL Express and MS SQL 1 Choosing Your Installation Type 2 o Scenario 1 Stand-alone Workstation(s) with SQL Express Database Server 3 o Scenario 2 Multiple Workstations with separate SQL Express Database Server 4 o Scenario 3 Separate Machine for SQL Database Server 5 o Scenario 4 Peer-to-Peer Network with SQL Express Database Server 6 o Scenario 5 PE/Win & Access Database on the same machine 7 o Unsupported Configurations 8 Database Server running on one machine and the database files on another 8 SQL Express/SQL Database Server running on Novell Server 8 Workstations connected via VPN, Wide Area Network, or Internet 9 System Requirements 10 o Workstation-only 10 o Stand-alone Machine 10 o SQL Express Database Server 11 o Microsoft SQL Server Database Server 11 o Database Disk Space Requirements 12 Installation Steps 13 o Installing the SQL Express Database Server 13 o Installing Microsoft SQL Server 18 o Installing a DATAIR Database on your SQL Server 27 o Installing PE/Win Workstation Application Software 35 Migrating from Access to a SQL Express/MS SQL Database 37 Upgrading from MSDE to SQL Express 38 PE/Win Installation Guide i Rev. 09/28/2011

Introduction The guide is intended to provide you with the information necessary to choose an appropriate system configuration for your environment, then walk you though the installation steps for the database, then the workstation software. It is expected that the reader is experienced with installing software applications, has a familiarity with network administrative activities, and possesses a general knowledge of terms commonly used in Information Technology. Types of Databases Supported This software currently supports two different database technologies; the file-based Access database and the client/server-based Microsoft SQL Server database. SQL Server vs. Access For new installations, we strongly recommend using SQL Server as your database choice. The Access database option is being phased out and will be eliminated in the future. Access is only supported for stand-alone single-user installations. If you are currently using the Access database, migrating to SQL Server is a simple process which is covered in the topic Migrating from Access to a SQL database. Using the Access database is covered under Scenario 5. There are two different flavors of the SQL Database. The first is Microsoft SQL Server (MS SQL), and the second is the Microsoft SQL Server Express (Express) which is limited capacity version of MS SQL that is included free of charge with DATAIR applications. Note: We will only discuss editions of SQL 2008 R2 in this document. The system continues to support SQL 2000, MSDE, SQL 2005, and prior versions of SQL 2008, however we highly recommend SQL 2008 R2 for new installations. The SQL 2000/MSDE and SQL 2005 versions of this document may be found on our web site in the Technology Publications section. Choosing between Express and MS SQL The primary differences between the two versions are detailed in the following table: Feature MS SQL 2008 Express R2 MS SQL 2008 R2 Standard Edition Maximum Database Size 10 GB No Limit Number of Processors Supported 1 4 RAM Memory (Maximum used) 1 GB No Limit Cost Included free of charge Must be purchased separately In essence, the limitations placed on the free Express version of the database include limiting the maximum size of a database to 10 gigabytes, which is actually a tremendous amount of data, a single processor, and will not use more than 1 GB of RAM. The limit on the number of processors and amount of memory supported has a limiting effect on the number of simultaneous users that can be supported, but there is no magic formula that can predict a maximum number of users in practical terms. When doing data entry, data is only read or written as you move from record to record or when changes are saved. Each of these database accesses take only a split second, thus it is possible to support many users since the chances of them pressing Save or moving to a new record at the exact PE/Win Installation Guide 1 Rev. 09/28/2011

same instant is very low. However, when you are running calculations, the system will be continually reading and writing data during the entire time the calculations are running and the chances of simultaneous database accesses is much higher. More realistic is that you will have a mix of users doing data entry and calculations at the same time. Depending on their usage patterns, you will be able to support a varying number of simultaneous users, but it is difficult to predict the exact number. The bottom line is this If you outgrow the free Express version, upgrading to MS SQL is quite easy so we recommend starting with Express unless you are already using the full version of SQL Server for other software. For additional information on SQL Server, please see the Technology Publications section of the DATAIR web site. Choosing your Installation Type Now that you have some insight into the differences between the various database options, we will present a number of scenarios that represent the most common situations. These are general in nature, and you should select the one that most closely fits your situation. Each scenario includes a description and visual representation of the configuration, a listing of what s needed, and a brief description of the installation steps. We also have included some example scenarios of configurations which are unsupported and will not work. We recommend that you review these also. After choosing a scenario that most closely resembles your situation, proceed to the detailed installation instructions for each applicable installation step. Note: Even though the scenarios mention 6 users as the division between Express and MS SQL, use the guidelines provided in Choosing between Express and MS SQL when considering the actual number of users each configuration will support. PE/Win Installation Guide 2 Rev. 09/28/2011

Scenario #1 - Software and SQL Express Database on the same machine Typical Uses Notebook computer or stand-alone computer where each user has their own database. The database may not exceed 10 GB in size. What s Needed PE/Win software CD. Workstation that meets the Stand-alone Workstation requirements. Installation Steps Step 1: Install Express Server on Workstation Step 2: Install PE/Win Application Software on Workstation PE/Win Installation Guide 3 Rev. 09/28/2011

Scenario #2 Software and SQL Database on different machines (for 6 or fewer users) Typical Uses Recommended for six or fewer networked workstations sharing a database with less than 10 GB of data. What s Needed PE/Win software CD. Workstations that meet the Workstation-only requirements Machine that hosts the database must meet the Stand-alone Workstation requirements. Windows-compatible network Installation Steps Step 1: Install SQL Express & DATAIR Database on the machine that will be used as the server Step 2: Install the PE/Win application software on each of the workstations PE/Win Installation Guide 4 Rev. 09/28/2011

Scenario #3 Software and SQL Database on different machines (recommended for more than 6 users) Typical Uses More than 6 simultaneous users sharing a database, OR more than 10 GB of data. What s Needed PE/Win software CD Microsoft SQL Server (Purchased separately) Microsoft SQL Server Client Access Licenses (CALs) for each workstation (purchased separately) Workstations that meet the Workstation-only requirements Server that meets the Microsoft SQL Server Database Only requirements Windows-compatible network Installation Steps Step 1: Install Microsoft SQL Server on the Server computer Step 2: Install the PE/Win application software on each of the workstations PE/Win Installation Guide 5 Rev. 09/28/2011

Scenario #4 6 or fewer users, < 10 GB data Peer-to-peer network (no dedicated server) Description While we strongly recommend having a machine to specifically be used as a server for the database, there are situations when having a workstation also serve as the database server is acceptable. Appropriate situations include where there are only two or three computers, or where there is a littleused workstation. What s Needed PE/Windows software CD. Workstations that meet the Workstation-only requirements Machine that hosts the database must meet the Stand-alone Workstation requirements. Windows-compatible network Installation Steps Step 1: Run the SQL Express Installation on the machine that will act as the database server Step 2: Install the PE/Win application software on the machine that will act as the database server Step 3: Install the PE/Win application software on each of the remaining workstations PE/Win Installation Guide 6 Rev. 09/28/2011

Scenario #5 Existing User - Access database Description This scenario is intended primarily for clients that participated in the Beta and Preview Release programs that used the Access file-based database. Support for Access file-based databases will be phased out and users will be required to migrate to SQL Express or MS SQL databases. What s Needed PE/Win software CD. Workstation that meets the Stand-alone Workstation requirements. Installation Steps Step 1: Install the PE/Win application software on the workstation PE/Win Installation Guide 7 Rev. 09/28/2011

Unsupported Configurations The following are examples of installation scenarios that may not be used. SQL Express/MS SQL Database Server running on one machine and the database files on another SQL Express/MS SQL Server requires that the database files be located on the same physical computer as where the database server software is running. You may not, for example, install the database server software on one machine and place the database files on another. SQL Express/SQL Database Server running on Novell Server SQL Express/MS SQL Server only runs on Windows-based computers. You can use a Novell network to connect the workstations and database server together, and use the Novell Server as you always have, however the database server software and its database files may only reside on a Windowsbased machine. PE/Win Installation Guide 8 Rev. 09/28/2011

Workstations connected via VPN, Wide Area Network, or Internet Wide Area Networks, VPNs, and Internet connections do not provide adequate bandwidth to operate software remotely. This type of configurations may result in data loss or corruption. We recommend using Windows Terminal Server if you require remote access. NOTE: Use of the software by a person not physically located at the licensed site may be a violation of the software license agreement and additional software licenses may be necessary. Contact your DATAIR Sales Rep for more information. PE/Win Installation Guide 9 Rev. 09/28/2011

Hardware & Software Requirements Hardware and software requirements vary by the configuration scenario selected. Workstation-only: Applies to: Scenario 2, 3, 4 - Workstations Feature Minimum Recommended Processor 2 GHz Single Core 2.4 GHz Dual or Quad Core RAM Memory 512 MB XP/1 GB Vista/Win 7 2 GB MB or more Disk Space (excludes data) 250 MB 250 MB Video 800x600 SVGA 1024x768 XGA or better Windows OS Other Windows XP Pro Windows XP Home Windows 2003 Server Windows 2008 Server Windows Vista Home Windows Vista Business,Ultimate Windows 7 Home Windows 7 Professional,Ultimate Windows-compatible pointing device Windows-compatible printer Windows-compatible network (optional) CD-ROM or DVD drive Internet Access Windows XP Pro Windows 2003 Server Windows 2008 Server Windows Vista Business Windows Vista Ultimate Windows 7 Professional Windows 7 Ultimate Note: 64-Bit versions of the above OS s are supported Stand-alone Machine (with Database) Applies to: Scenario 1 Workstations Scenario 4 Server Scenario 5 Feature Minimum Recommended Processor 2 GHz Single Core 2.6 GHz Dual or Quad Core RAM Memory 1 GB 2 GB or more Disk Space (excludes data) 2.0 GB 2.0 GB Video 800x600 SVGA 1024x768 XGA or better Windows OS Other Windows XP Pro Windows XP Home Windows 2003 Server Windows 2008 Server Windows Vista Home Windows Vista Business,Ultimate Windows 7 Home Windows 7 Professional,Ultimate Windows-compatible pointing device Windows-compatible printer Windows-compatible network (optional) CD-ROM or DVD drive Internet Access Windows XP Pro Windows 2003 Server Windows 2008 Server Windows Vista Business Windows Vista Ultimate Windows 7 Professional Windows 7 Ultimate Note: 64-Bit versions of the above OS s are supported PE/Win Installation Guide 10 Rev. 09/28/2011

SQL Express Server Only Applies to: Scenario 2 Server Feature Minimum Recommended Processor 2 GHz Single Core 2.6 GHz Dual or Quad Core RAM Memory 1 GB 2 GB or more Disk Space (excludes data) 5.0 GB 5.0 GB Video 800x600 SVGA 1024x768 XGA Windows OS Other Windows XP Pro Windows XP Home Windows 2003 Server Windows 2008 Server Windows Vista Business Windows Vista Ultimate Windows 7 Professional Windows-compatible pointing device Windows-compatible printer Windows-compatible network (optional) CD-ROM or DVD drive Internet Access Windows XP Pro Windows 2003 Server Windows 2008 Server R2 Windows Vista Business Windows Vista Ultimate Windows 7 Professional Microsoft SQL Server Database Only Applies to: Scenario 3 Server Feature Minimum Recommended *** Processor 2 GHz Dual or Quad Core Processor 2.8 GHz Dual or Quad Core/Xeon Multi-Processor RAM Memory 2 GB 8 GB or more Disk Space (excludes data) 2.0 GB 2.0 GB Video 800x600 SVGA 1024x768 XGA Windows OS Other Windows 2003 Server Windows 2008 Server Windows-compatible pointing device Windows-compatible printer Windows-compatible network (optional) CD-ROM or DVD drive Internet Access Windows 2003 Server Windows 2008 Server R2 *** Note: The hardware requirements are based on a server supporting a MS SQL database server for DATAIR Windows applications only. If the server is being used for other purposes, consult an IT professional for assistance in determining appropriate hardware requirements. Please Note: SQL Server Express 2008 R2 requires.net Framework 3.5 SP1 and Windows installer 4.5. Also, see Microsoft s website: Hardware and Software Requirements for Installing SQL Server 2008 PE/Win Installation Guide 11 Rev. 09/28/2011

Database Disk Space Requirements The actual space required for data will vary dramatically depending on the number of plans, employees, accounts, and the amount of transaction activity. For SQL Express, we recommend allocating up to 90 GB of disk space for plan data and database backups. This is based on the SQL Express maximum database size of 10 GB, 70 GB of daily database backups (seven backups of 10 GB each), and 10 GB of temporary data storage.. For SQL Server, the amount of data space required would need to be calculated based on the amount of data, types and number of backup, etc. PE/Win Installation Guide 12 Rev. 09/28/2011

Installation Steps In this section of the guide we will detail each of the installation steps referred to in each of the installation scenarios. It is assumed that the installation is being performed by a person with at least some technical knowledge regarding installation of software on computers. This installation should be performed by a computer technician or a network administrator, especially if this is going to be a database server accessed by multiple client workstations in a network environment. Installing the SQL Express Database Server Before you Begin. Installation of the SQL Express database server must be done at the computer where it will reside. In other words, you cannot install this from a remote workstation over the network. You must be physically at the computer where it will reside. You only need to install SQL Express on one machine. All workstations will connect to this single installation of SQL Express. You will need to login to the machine with full administrative rights and full access to install SQL Express. If your login does not have these permission or you are not sure what they are, your network administrator should be performing the installation. You may be required to reboot the machine you are installing the SQL Express server on during, or at the conclusion of, the installation process. You may want to take this into account when deciding on an appropriate time to install the server software. The actual database files are installed to a default SQL Server folder. The location may be altered through the Advanced options tab while installing. When you are prompted for a Shared/Data directory, this is NOT where the database is installed. This is a common, shared folder on your network that all DATAIR users must have read/write access to. If you are installing this on a stand-alone PC, use the default local directory suggested during the installation. Step-by-Step After you are logged in, insert the PE/Win CD accompanying these instructions. This CD has an AutoPlay feature that should begin the installation automatically. If it does not, open "My Computer" from your desktop, open the CD drive and double click "Setup.exe" to start the installation and the following screen will appear. PE/Win Installation Guide 13 Rev. 09/28/2011

Select Install Software. Then, on this screen, select Database Server Install to launch the installer. You will see the welcome dialogue. Click [ Next > ] to continue. Next, you are asked to provide a Shared File Directory. Make sure if this is a network installation that the directory selected is accessible to all users who will be accessing DATAIR applications. PE/Win Installation Guide 14 Rev. 09/28/2011

Note! This is not where your SQL Server database will be stored. This is simply a folder that will be used by DATAIR applications for shared files. Press [ Next > ] to continue. The installer will now install a few utilities and then analyze your system, looking for previously installed database servers and databases. Depending on what components the installer found already installed on your computer, the screen choices will be different. Presuming that you don t have SQL Server, MSDE, or SQL Express installed currently on this machine, the screen will appear as follows... By default, when the database is installed, it will be placed in the default data location as defined by Microsoft. Optionally, a backup job can be created to perform a local disk-based backup of the database every morning at 1:00 am. This type of backup is merely intended to allow restoration of a plan that was incorrectly altered within the past seven days, not prevention against hardware failure or changes that occurred more than a week ago. See the technical document Backing-up your SQL Database for additional information on backup strategies. When you click Install you will be prompted for an administrative account name. This should be a login that has administrative rights on this computer. The example below uses : BUILTIN\ADMINISTRATORS. Another choice might be: MyDomain\Administrators. It is recommended you keep checked the option to include yourself as a SQL Administrator. PE/Win Installation Guide 15 Rev. 09/28/2011

If you wish to enable the Microsoft SQL Server Install interface, you can check that option. (For advanced users only). Normally, no interaction with Microsoft s install screens is needed. If you wish to disable or alter the time of the backups, or change the directory where the SQL database is installed, press the [ Advanced ] button to access the Advanced Features dialog On this dialog you can choose the default database location, or another folder located physically on the same machine. SQL Server does not allow databases to be installed on network drives. Click [ OK ] to return to the setup screen, then click the Install button to perform the selected installation. Several Microsoft SQL Express screens will appear as the installation proceeds. After a successful installation of the database you will see this dialogue: Press [ OK ]. The system will then be reanalyzed to verify the SQL Express server and DATAIR database were installed properly. If so, the following dialog will appear PE/Win Installation Guide 16 Rev. 09/28/2011

Press [ OK ]. This completes the installation of the Express database server and DATAIR Database. You may now install the DATAIR PE/Win workstation software. PE/Win Installation Guide 17 Rev. 09/28/2011

Installing Microsoft SQL Server DATAIR Pension System for Windows CD provides a copy of Microsoft SQL Server Express R2. The Express version is limited inm the size of database you can have and how much memory it will utilize. This section will cover the installation of a fully licensed Microsoft SQL Database Server as an addendum to Microsoft s instructions. Specific settings must be used during the install for SQL Server to work with DATAIR applications. Before you Begin. Multiple copies, or instances as they are called, of SQL Server may be installed on a single computer. Even if you have Microsoft SQL Server already running on the machine you will be server computer, you will need to install a second instance named DATAIR. This will simplify support and eliminate any potential conflicts. The instructions for installing the server software on based on that configuration. NOTE: Use of a non-datair instance of SQL Server may result in additional fees for technical support. SQL Server 2008 Service Pack 2 or later is recommended. You may be required to reboot the machine you are installing the SQL Server on during, or at the conclusion of, the installation process. You may want to take this into account when deciding on an appropriate time to install the server software. PE/Win Installation Guide 18 Rev. 09/28/2011

Step-by-Step Instructions SQL Server 2008 Insert the SQL Server CD or DVD Accept the license terms, then click Next. SQL Server Installer analyzes your system. If you get a Fail status on Restart Computer, restart your computer manually, and restart the SQL install process. PE/Win Installation Guide 19 Rev. 09/28/2011

Select Database Engine Services, then click Next. PE/Win Installation Guide 20 Rev. 09/28/2011

It is recommended you always use the name DATAIR for the instance name when installing an instance of SQL Server for Datair applications. PE/Win Installation Guide 21 Rev. 09/28/2011

You need to supply account names for this SQL Server instance and SQL Browser to run under. Take the default if you are not sure. Depending on whether you are installing a fully licensed version of SQL Server, you may be asked to enter the product key. SQL Express does not require a product key as it is a free license from Microsoft. PE/Win Installation Guide 22 Rev. 09/28/2011

Database Engine Configuration For Datair software to run properly, you must select Mixed Mode authentication, then enter a password for the sa login (system administrator). You should remember this password and you may want to store it in a safe place. Without this password, you may lose all access to the database. Specify SQL Server administrators. You will need to select a login(s) from your Domain (or the Administrator of this computer) to be a SQL Server Admin. Please consult Microsoft instructions for more information on this subject. PE/Win Installation Guide 23 Rev. 09/28/2011

Error Reporting. Click Next on this screen unless you want to be notified by email of errors encountered by SQL Server. Decide whether you want to have SQL Server send error reports and usage data to your email address. These are usually left unchecked. Click Next PE/Win Installation Guide 24 Rev. 09/28/2011

The installation will now proceed and display a progress screen like the one below: PE/Win Installation Guide 25 Rev. 09/28/2011

Review any pertinent messages and press [ Close ] to conclude the installation. You may now proceed to the instructions to install a DATAIR Database on the newly-installed server. PE/Win Installation Guide 26 Rev. 09/28/2011

Installing a DATAIR Database on your Microsoft SQL Server Follow the directions in this section if you want to install a DATAIR database on your own SQL Server. If you do not already have a DATAIR instance of SQL Server installed on your network, see the topic Installing a new SQL Database Server in this guide. There are two methods on installing the DATAIR Database. Method 1 is installing the database using the Installation CD. Method 2 is installing from a workstation using the PE/Win application software. We recommend that you use the Method 1. Before you begin Your MS SQL Server must be set for SQL Server and Windows authentication, also referred to as Mixed Security. If you are not sure, load SQL Server Management Studio and highlight the server you will use for the DATAIR database, right click, and choose Properties. Next, select Security from the Select a Page list. A sample is shown below: Note: It is imperative that Server Authentication be set to SQL Server and Windows Authentication mode. You cannot load a DATAIR database on a SQL Server set to Windows Authentication only. Method 1 Database installation using the Instillation CD (preferred method) After you are logged into the server as an administrator, insert the PE/Win CD. The CD has an AutoPlay feature that should begin the installation automatically. If it does not, open "My Computer" from your desktop, open the CD drive and double click "Setup.exe" to start the installation and the following screen will appear. PE/Win Installation Guide 27 Rev. 09/28/2011

Select Install Software. Then, on this screen, select Database Server Install to launch the installer. You will see a welcome dialogue. Click Next to continue. PE/Win Installation Guide 28 Rev. 09/28/2011

You are now being asked to provide a Shared File Directory. This is NOT where the SQL database files will be located, but rather a shared directory that is accessible to all users who will connect to this database server. The location specified need not be physically located on the same machine that you are installing the Database Server on. Again, please note that this is not where your SQL Server database will be stored. This is simply a folder that will be used by DATAIR applications for shared files. Click Next to continue The installer will now analyze your system, looking for previously installed components or databases. When it s done you will see the screen below listing your options. If you have multiple instances of SQL Server installed, you will need to choose the DATAIR instance in the Servers Found dropdown combo. By default, when the database is installed, it will be placed in the default data location as defined by the installation of SQL Server. Additionally, a backup job will be created to create a disk-based backup of the database every morning at 1:00 am. This type of backup is merely intended to allow restoration of a plan that was incorrectly altered within the past 7 days, not prevention against PE/Win Installation Guide 29 Rev. 09/28/2011

hardware failure or changes that occurred more than a week ago. See the technical document Backing-up your SQL Database for additional information on backup strategies. If you wish to disable or alter the time of the backups, or change the directory where the SQL database is installed, press the [ Advanced ] button to access the Advanced Features dialog On this dialog you can choose the default database location, or another folder located physically on the same machine. SQL Server does not allow databases to be installed on network drives. Click [ OK ] to return to the setup screen Click [ Install ] to install the DATAIR database on the server. After the database has been installed, you will see the following dialog confirming it was installed properly. Press [ OK ]. This completes the installation of the DATAIR Database. Method 2 Installation using the PE/Win application This install can be performed from any computer where you have run the workstation install of PE/Win. PE/Win Installation Guide 30 Rev. 09/28/2011

Installing the Database You will install the database by first launching the PE/Win system. This can be done at any computer. However, you will need to log onto that computer using an administrator-level login, or have the sa administrator password for your SQL Server. Launch the DATAIR PE/Win application and select Open Database from the File menu. You will see the screen below: Click the ellipses button next to the blank SQL Server area in the Main Database section above. This action will cause PE/Win to shut down and launch the DATIR SQL Database Manager seen below: PE/Win Installation Guide 31 Rev. 09/28/2011

Select Install a new DATAIR database on a server. Select OK to begin searching for SQL Servers on your machine and on your network. You will see a list of servers flashing by on your screen. Depending on the size and speed of your network, this process may take from several seconds to a few minutes. When that is completed, you see the Install DATAIR SQL Server Database screen. Select a Server from the list of Servers. You will have to supply a SQL username/password that allows owner access to this Server, or select Use Windows NT integrated security if your network login has administrative rights to this server. Click Test Connection and the utility will check if you have sufficient rights to install a database. PE/Win Installation Guide 32 Rev. 09/28/2011

By default, the database name will be DATAIR. You may change this, but for support purposes, it is strongly recommended you keep the default. Click Create Database and the process will begin. The status bar at the bottom will inform you of the progress. The entire process may take a few minutes, or more. When it is finished you will see a message: Click OK to finish and end the DB Installer. Restart PE/Win and you will be connected to the SQL Server database. Connecting Other workstations to SQL Server To connect other workstations to this SQL Server database, use the same steps in PE/Win (File menu/open Database/SQL Ellipses), but choose Connect to an existing database in the DATAIR SQL Database Manager. You will see the screen below after the program searches your network for SQL Servers PE/Win Installation Guide 33 Rev. 09/28/2011

: After selecting a Server, a list of DATAIR databases appears in the Existing Databases list. Highlight one of those by clicking on it. When your selections have been made, click the Select Database button to finish. The message above indicates you have successfully installed a DATAIR Database on your Microsoft SQL Server. You re done! PE/Win Installation Guide 34 Rev. 09/28/2011

Installing PE/Win Workstation Application Software Insert the CD accompanying these instructions. This CD has an AutoPlay feature that should begin the installation automatically. If it does not, open "My Computer" from your desktop, open the CD drive and double click "Setup.exe" to start the installation. Select Install Software. Then, on this screen, select Workstation Install to launch the installer. You will see a welcome dialogue and then a licensing dialogue. Click Next to continue on these screens. Next, you are asked for a Program Directory. We strongly recommend accepting the default installation directory. Press Next to continue PE/Win Installation Guide 35 Rev. 09/28/2011

Next, you are asked for a Shared Files Directory. If you have installed a previous version of this software, the directory will already be filled in correctly. This shared directory is the same directory where the datair.mdb database file resides that is used in other DATAIR applications. It is also the same common, networked directory that was specified during the SQL Express/MS SQL database installation. The installation may skip presenting this screen if it finds information already pointing to database/common files stored on your computer. Last, check the box if you would like Desktop Shortcuts created. Click Next on the Ready to Install message and your install will begin. The installation should finish and you will see a What s New list of new features. PE/Win Installation Guide 36 Rev. 09/28/2011

Migrating from Access to SQL Express/MS SQL If you have already been using PE/Win with an Access database and wish to migrate to SQL, this topic will assist you in making this transition. NOTE: If you are using other DATAIR systems such as the Document System, Pension Reporter, Client Manager, or Cafeteria Administration, this process will not affect those systems as PE/Win currently uses a separate Access database from those systems. Data from those systems will be merged with your PE/Win SQL database at a later date. The overall process consists of the following steps: Export the data from your PE/Win Access database using the Plan Copy Out feature of the system Switch the system to connect to the SQL database Import the data exported in the first step using the Plan Copy In feature of the system We recommend that you copy out your plans prior to installing SQL server. Copy Out prior to the installation will save a few extra steps as you will not need to switch back and forth between the access and SQL databases to retrieve the plan data. However, Plan Copy Out can be completed after the installation by switching to one database, then to the other. Plan Copy Out From the menu bar, select File Copy Copy Out. A new window will open for Copy Out. The current plan that is open will be listed under the Company & Plan. To change plans, click on find and select the plan. There are three information choices for copying out plans. Choosing the Company, and all plans and all employee records will copy the entire company information from all systems. The Plan data only choice will copy the plan information along with the sponsor and employees. If you have more than one computer with the possibility of the same company or plan in more than database, you will most likely want to choose the Plan data only choice, which is the default. The All Companies choice should be used with caution. This will export all plans in your database, and you may not wish to import all of them into the new database. Or if you have multiple copies of PE/Win Installation Guide 37 Rev. 09/28/2011

the plan on different computers, the last copied in plan will overwrite previous Copy In operations. If you only have one computer with the Access database and wish to copy all of your plans, then this could be the option that you would choose. Once you have made your copy out choice, enter the Output File. This is where your file will be created. The file will have the default name based on the plan and the copy out choice. It can be changed. You will need to make sure that is has an extension of.txt in order to copy it back into the database. Once you install the SQL database, the system will automatically open in SQL. The only plans will be the default plans. You must select one of the defaults to open the plan level. You can then start the copy in process. Plan Copy In From the menu bar, select File Copy Copy In. A new window will open for Copy In. Important! Verify that the correct database type and server/database is shown at the bottom of the screen before proceeding. The From File will need to be completed with the name of the file that you wish to copy in. Currently the *.txt will be listed. Replace the * with the name of the file. You may use browse to select your file. Leave all other options on this screen at their default settings and click Ok and the plan(s) will be copied into the new database. Upgrading from MSDE to SQL Express The Database Installation utility will also allow you to upgrade an instance of MSDE or SQL Express 2005 to SQL Express 2008. At this time, we recommend those running MSDE or SQL Express 2005 to continue using it rather than upgrading. Upgrading an existing SQL Server to a newer version may have advantages and disadvantages depending on the server s application load, free disk space, and especially available memory. If you would like to discuss these, please call Datair Technical Support after you have gathered the hardware information about your server. PE/Win Installation Guide 38 Rev. 09/28/2011